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Profit taking thats what
Dividends 70c and possibly 70c later this yr makes a 8.8% dividend yield.
Management should have addressed this in results.
This is going the way DLG, IMB & VODA.
Am I wrong to think this? Or is it just because I have learnt my lesson on high dividend investments
WDS need to slice the dividend in half. This is what is holding back growth.
They need to follow market leaders XOM, CVX, SHEL
This going to come under pressure with uk budget looming soon.
Think sentiment in UK stocks is going to persist versus for a longtime.
I’m 70% in US / S.American & Swiss combo stocks 30% UK.
Hope things pick up with the cost of living crisis being main cause for decline in sales. Saw this coming 3yrs ago with life and inflationary costs making people flock to LIDLS or store brands for 50% cheaper versions
Jeffrey. Your spot on buybacks are a waste of time…
As for UK ftse stocks v world stocks, that’s another question!
We’ve unperformed for decades versus US because of GBP v US$
If we compare some gains here v UK stocks from 1994 to 2023 October 26th
XOM +750% plus dividends( USA)
SHEL 144% plus dividends in that period
BP. 320% plus dividends
CVX. 700% plus dividend's (USA)
OXY. 5800%! plus dividends ( USA)
including
BHP + 1,025% ! Plus dividends along the way!!
Diamondback Energy +780% (2012-2023) + dividends / special dividends (USA)
COP +950% plus dividends(USA)
Defence Spending is not to be increased. This is going to be a knock to BAE in short term. Be ready for shake in budget speech
I’m not watching this like if debt destroy VODA. Have bought 5 tranches since 2007.
It’s a debt ridden company nearly the size of itself.
In 3015 SOCIET Generale were the first broker put a 109p price target when SP was 190-210p. Think it was just after they sold their Crown Jewels.
They were so right with their future outlook i coujd recite, but not wasting my time on this sorry mistake.
Im down £14000 at present, so feck it. I’m all in on Crowdstrike as of 23rd Feb.
Iv left a messily 1000 shares to ride.
More chance of making back loss on security risk to current security systems than watch Vodafone somehow rise to 80p at least . Impossible
German needs to come of recession, Italia needs a jet rocket to help its economy too to aid VODA.
Bye.
GLA
I’m doing so much better with my pharma and tech to date, hopefully CROWD can propel at least £5k back .
Don’t really care anymore after CEO we thought was doing a great idea in diversifying VODA in EU lost it
This is most expensive stock in US based on PE, 1179 lol
I bought in with only 25 at $290 3nd of January.
PALO collapsed after earnings and forward guidance rerating.
Now I see GS & UBS and few others bullish on CROWD.
Iv also got GOOG & CISCO Iv had for nearly 10yrs.
You mentioned BAE are cheap?
They are expensive against FTSE100 which trades at 11 forward earnings.
Unless your thinking there cheap versus US counterparts LMT & NOC?
Stop being a bunch of immature traders.
Your just ignore what was said and move on, cause your dirtying this message board.
Grow up
Can this bank get any more cheaper than its competitor, or is it UK stocks in general??
Iv got HSBC, BARC & GS.
Its dividend is a compelling story, but the car insurance is not a guaranteed one. Just like the PPI scandal, hope it’s not like that one!
Interested to rebuy these. Had to sell the few thousand I had to put towards a vet bill for a pet in 2020
£100m trade is with undoubtedly a fund manager or pensions buying
I sold this morning.
Moved me profits to VALE
They offer more upside ..and gave lower cost to production cost basis for iron ore
Results 21st …
Dont be fooled by SPT being raised, you can’t be that daft…
Very sad that this stock being punished because other companies earning reports are good but forward guidance lacking.
Once FEDS & Government confirm new budgets then the future trend will be revisited.
This is going sideways until then.
Found an article about expectations for 2024 on VALE.
Vale does offer more upside of the 3 iron ore miners, and can produce iron ore at lower cost to 3 I believe
https://seekingalpha.com/article/4662624-vale-outperformance-in-2024-possible
I sold RIO today with 78% gain funnily the year I was born too
The reason as I have pointed out below is due to the drop in SP.
Look at the other competitors in the sector, LMT et al.
BA is trading at higher p/e and needs a slight re-rating.
The potential for further sp growth is based on guaranteed governmental / fed spending on military armoury defence.
This should be re-rated down to 1150p at least based on ftse p/e of 11.
As BHP & ANTO have just reported today dividend cuts if at least 25% each, RIO will be following trend along with VALE too.
We watch and see what happens tomorrow.
Nasdaq have good opinions on future earnings for shares. a place i go and always comes up trumps on results.
GLA
IM LONG, have been since 2008/09
I have already pointed out reasons NOT to buy trust funds in RISKY assets many times to people whom do t understand complexities about it.
Only buy what you CLEARLY understand.
Miners have been cutting dividends for past 12-18mths, thus these funds will suffer on both front income and performance.
Stay away from BRWM .
bhp have just announced divi cut that has been expected by 25%.
looks likely rio will follow, after anto***asta cut there’s too today.
nasdaq analysts have good views to follow for future expectations.
vale are due to cut too on 23rd too by some.
therefore, rio will drift lower, back to 5000p i believe by graphs i’m watching